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Transcat

111 hedge funds and large institutions have $525M invested in Transcat in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

60% more capital invested

Capital invested by funds: $327M → $525M (+$197M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 94111 (+17)

7.76% more ownership

Funds ownership: 67.87%75.64% (+7.8%)

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

Holders
111
Holders Change
+17
Holders Change %
+18.09%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
34
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$76.3M +$348K +4,133 +0.5%
WA
2
Wasatch Advisors
Utah
$44.8M -$16M -189,613 -28%
BAM
3
Broadcrest Asset Management
Florida
$41.6M +$37.9M +450,000 New
BlackRock
4
BlackRock
New York
$41.2M +$863K +10,239 +2%
RA
5
Royce & Associates
New York
$33.9M -$6.46M -76,643 -17%
Vanguard Group
6
Vanguard Group
Pennsylvania
$31.5M -$670K -7,955 -2%
CIP
7
Champlain Investment Partners
Vermont
$30.3M +$484K +5,740 +2%
FAM
8
Fred Alger Management
New York
$27M +$24.6M +292,203 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$19.9M -$1.04M -12,351 -5%
JIC
10
Juniper Investment Company
New York
$18.1M
Victory Capital Management
11
Victory Capital Management
Texas
$14.5M +$47.2K +560 +0.4%
PAIM
12
Punch & Associates Investment Management
Minnesota
$14.1M -$2.84M -33,700 -18%
State Street
13
State Street
Massachusetts
$11.7M +$262K +3,113 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.1M -$325K -3,860 -3%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$8.39M +$4.52M +53,670 +145%
ECM
16
EMC Capital Management
Texas
$7.35M +$3.7M +43,905 +100%
Northern Trust
17
Northern Trust
Illinois
$6.94M -$114K -1,349 -2%
Invesco
18
Invesco
Georgia
$5.87M +$1.16M +13,782 +28%
Morgan Stanley
19
Morgan Stanley
New York
$4.88M +$1.74M +20,701 +65%
UBS Group
20
UBS Group
Switzerland
$3.81M +$124K +1,473 +4%
EI
21
EAM Investors
California
$3.67M -$1.55M -18,422 -32%
HR
22
Howe & Rusling
New York
$3.2M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.18M +$318K +3,774 +12%
KCM
24
Kornitzer Capital Management
Kansas
$2.88M
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$2.87M +$2.34M +27,743 +839%

TRNS Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q4 2021, worth a combined $525M — up 60% from $327M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TRNS positions and 8 closed out — a net gain of 18 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $24.6M. The largest seller was Wasatch Advisors, cutting an estimated $16M.

  • 111 institutional investors held Transcat (TRNS) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $525M of Transcat stock for Q4 2021, up 60% quarter-over-quarter.
  • 26 funds opened new Transcat positions in Q4 2021 and 8 closed out, a net change of +18 holders.
  • The largest Transcat buyer in Q4 2021 was Fred Alger Management, an estimated $24.6M added.
  • The largest Transcat seller in Q4 2021 was Wasatch Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.